6月29日，拉姆研究盘前上涨3.24%，报390.43美元/股，延续此前大幅回调后的修复走势。消息面上，半导体设备板块集体走强，应用材料涨2.88%，阿斯麦涨1.30%，板块呈现超跌反弹格局。此前美银证券将公司目标价从330美元大幅上调至480美元，富国银行上调至450美元，花旗同步上调至450美元，并指出DRAM供应紧张推动结构性NAND需求增长，行业景气周期有望延长。当前股价较多家投行目标价仍有较大上行空间，为反弹提供基本面支撑。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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